Hire the best Financial Modelers in Boston, MA

Check out Financial Modelers in Boston, MA with the skills you need for your next job.
  • $60 hourly
    **Limited time promo: I am hoping to kickstart my presence on Upwork, so I'll be offering highly discounted services to early clients. My standard rate is $3-4k/day, and I will start raising my rate on Upwork after I have 5 reviews. EXPERT VETTED - Designation from Upwork, "Only the top 1% of talent on Upwork qualifies for Expert-Vetted talent status, and only those in select categories are eligible. These users have gone through a thorough screening process that evaluates technical expertise and soft skills." With over a decade of experience and success as a leader in Bain & Company's Private Equity Group, an e-commerce executive at Wayfair, and as a seasoned entrepreneur, I bring a unique blend of strategy and hands-on execution to your most challenging business situations. My professional journey has equipped me with rich insights into various sectors, especially the nuances of e-commerce and startup ecosystems. I've led fast-growing business units, navigated complex organizational challenges, and crafted growth strategies for burgeoning enterprises. As an entrepreneur myself, I understand the roller-coaster that startups face and I'm adept at refining ideas, conceptualizing MVPs, and navigating early-stage growth. If your business challenges are straightforward, there are numerous cost-efficient options available. But if you're dealing with complex, mission-critical issues or embarking on a transformative journey, I can help steer your course with an exceptional blend of strategy, creativity, and pragmatism. My advisory services will deliver results at a fraction of the cost of a McKinsey/BCG/Bain project team, but with the same commitment to excellence and achievement. Whether you have a clearly defined project or are still trying to figure out the right direction, I am open for collaboration. I enjoy working with small and medium-sized businesses, helping them navigate the entrepreneurial journey and thrive in their respective markets. Our collaboration begins with a comprehensive conversation to understand your unique challenges, then we devise a bespoke solution tailored to your needs. I look forward to partnering with you to create lasting value and success in your entrepreneurial journey.
    Featured Skill Financial Modeling
    B2B Marketing
    Due Diligence
    Investment Research
    Management Skills
    Growth Strategy
    Retail
    B2C Marketing
    Salesforce
    Management Consulting
    Real Estate
    Business Operations
  • $85 hourly
    I am a business strategist with expertise in e-commerce operations, marketing, and customer success. I have 10 years of professional experience, mostly within early-stage startups but also Fortune 500 companies. As an e-commerce and business generalist, I can help with a wide variety of services including: - Amazon Store Optimization - Shopify Store Setup and Management - SEO Optimization - Marketing Strategy, Content Marketing, PPC Advertising - Data modeling and Excel spreadsheet troubleshooting - PowerPoint creation, design, and editing - Startup Consulting - Management Consulting - MBA Admissions Consulting If you're looking for someone who can work independently and problem-solve, let's talk. I am an experienced MBA with extra time on my hands looking for ways to help your business succeed.
    Featured Skill Financial Modeling
    PPC Campaign Setup & Management
    Microsoft PowerPoint
    Microsoft Excel
    Ecommerce Management Consultation
    Optimize Amazon Site
    Manage Amazon Site
    Startup Consulting
    Data Analysis
    Business
    Marketing
    Freelance Marketing
    Shopify
    Ecommerce Website
  • $125 hourly
    Investment Banking Professional with experience working as a Finance, Accounting, and Operations Improvement management consultant at a Top 5 Global Accounting and Consulting Firm, and experience modeling financial statements and proforma's for private equity firms and investment banks. I offer quick turnaround (24-48 hrs) on work relating to financial modeling, pro forma's, profitability analysis, pricing strategy and analysis, and bookkeeping. Please see my website, gradientaccounting.com for more information.
    Featured Skill Financial Modeling
    Account Reconciliation
    Management Consulting
    Business Analysis
    Financial Analysis
    Microsoft Excel
  • $50 hourly
    I'm a Tepper MBA graduate with experience consulting major companies, small businesses, and startups in financial analysis/modeling and business strategy. If you are looking to, • Develop business strategy. Some examples could be vendor sourcing strategy, pricing strategy, process strategy, go to market strategy, ect. • Create a financial model for potential valuation, acquisition, or free cash flow projections, • Implement strategic initiatives to improve overall business performance I can help you be successful in taking ideas from conception to implementation. If this sounds of interest to you send me some details about your company and current challenge, if it seems like a good fit we can schedule a call.
    Featured Skill Financial Modeling
    Sourcing
    Contract Negotiation
    Startup Pitchbook
    Corporate Strategy
    Product Development
    Marketing
    Business Management
    Data Analytics
    Technical Project Management
    Process Development
    Supply Chain & Logistics
    Ecommerce
    Customer Insight Analysis
    Company Valuation
  • $150 hourly
    Hey there, I provide financial and real estate consulting, while being an owner-operator of a small real estate portfolio and management company in central New Hampshire. In a prior life I was a Senior Housing / Healthcare Real Estate Appraiser, leading the back end financial model, while performing over $10 billion of valuations. Skills & Expertise: - Financial and Real Estate Modeling - Investment and Feasibility Analysis - Real Estate Knowledge (Valuation, Supply and Demand, Highest and Best Use, etc.) - Small Business Consulting Any Excel / Google Sheets model you want built, I'm your guy!
    Featured Skill Financial Modeling
    Finance
    Real Estate
    Business Consulting
    Business Analysis
    Real Estate Financial Modeling
    Real Estate Business Plan
    Real Estate Acquisition
    Valuation
    Microsoft Excel
  • $150 hourly
    With over a decade of professional experience, I am a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and MBA, specializing in financial analysis, strategic planning, auditing, and AI-powered accounting solutions. My expertise spans budgeting, forecasting, fraud risk management, and compliance, helping businesses optimize financial processes and mitigate risks. I take a client-focused, results-driven approach, delivering tailored solutions that align with your goals. Whether you need to navigate complex regulations, strengthen fraud prevention measures, enhance financial performance, or implement AI-driven efficiencies, I bring the expertise and strategic insight to drive measurable success. Let’s collaborate to fortify your financial strategy and propel your business forward!
    Featured Skill Financial Modeling
    Business Intelligence
    Data Analytics & Visualization Software
    Data Analysis
    Accounting Software
    Cash Flow Analysis
    Cost Accounting
    Risk Management
    Taxation
    Internal Auditing
    Strategic Planning
    Budgeting & Forecasting Software
    CPA
  • $100 hourly
    I am a passionate planner and believe long-term organizational success stems from a strong foundation of processes, people, and technology. That foundation must be routinely evaluated to ensure it is scalable and supports ever-changing business strategy. My 15+ years of accounting/finance experience across business models and industries has prepared me for a broad array of projects that can help set and maintain this foundation and transform cost-centers to strategic partners.
    Featured Skill Financial Modeling
    Community Goals & KPIs
    KPI Metric Development
    Cash Flow Modeling
    Microsoft Excel
    Management Consulting
    Bookkeeping
    Accounting Basics
    Accounting
    Financial Planning
  • $175 hourly
    I am a strategic business leader with 20+ years of experience in scaling startups, executing M&A, and driving operational excellence. I specialize in growth strategy, corporate development, and financial modeling, helping businesses optimize operations, expand market reach, and maximize value creation. What I Offer: ✔ Startup Scaling & Growth Strategy – Led 5x revenue growth at CaringOnDemand through innovative execution and operational efficiency. ✔ Mergers & Acquisitions (M&A) Advisory – Sourced and evaluated 200+ deals, leading acquisitions up to $100M and ensuring seamless integration. ✔ Financial & Strategic Planning – Expertise in P&L management, investor relations, and financial modeling, working closely with CEOs, boards, and private equity firms. ✔ Business Transformation & Operational Optimization – Streamlined processes and built scalable frameworks to drive sustainable profitability. Why Work With Me? ✅ Hands-On Approach – I collaborate closely with leadership teams to execute strategies that deliver measurable results. ✅ Data-Driven Decision Making – I use analytics, market research, and financial insights to drive high-impact business decisions. ✅ Cross-Industry Expertise – Healthcare, cybersecurity, age-tech, and private equity-backed businesses. Let’s connect and discuss how I can help your business scale, optimize, and succeed.
    Featured Skill Financial Modeling
    Leadership Skills
    KPI Metric Development
    Business Process Execution Language
    Strategic Planning
    Competitive Intelligence
    Process Optimization
    Operational Planning
    Leadership Development
    Financial Statement
    Competitive Analysis
    Business Transformation
    Mergers & Acquisitions
    Startup Consulting
    Growth Strategy
  • $250 hourly
    We help small businesses gain financial clarity, optimize cash flow, and make smarter decisions for long-term success.
    Featured Skill Financial Modeling
    Revenue Management
    Cost Planning
    Cost Analysis
    Cash Flow Analysis
    Forecasting
    Process Improvement
    KPI Metric Development
    Financial Analysis
    Financial Planning
  • $100 hourly
    I am a seasoned startup CEO and marketing executive with 23 years experience helping companies define their market and products, develop realistic sales and marketing plans, and achieve their goals. I will save you and your business time and money by helping you avoid mistakes and find shortcuts to your business goals. Through my company Polar Design, which I co-founded in 1999, I have assisted hundreds of businesses of all sizes improve their marketing or user experience. We have engaged with established Fortune 500 corporations, mid-sized companies, startups, non-profits and Taft-Hartley benefit funds to develop and execute communication strategies of varying complexity. Prior to co-founding Polar Design, I worked as an aerospace consulting analyst, assisting in developing financial models and market assessments for public and private offerings, M&A and strategic realignments. I'm a graduate of Georgetown University's School of Foreign Service and Phillips Academy Andover. Polar Design employs 8 full time and part time employees. It produces successful online marketing campaigns, custom e-commerce websites, and secure benefit and transactional portals for multi-employer funds. I am also a co-founder of numerous past startups as well as an active and growing startup coffee roaster and distributor. My experience at these ventures includes: - business planning and business plan preparation; - mergers and acquisitions (we have acquired 3 similar agencies internationally) - financial analysis and planning - creative financing - software project management - software production development - online marketing project management - branding - sales management - market research and positioning - marketing strategy - communication (e.g., copywriting) - personal / life coaching I am currently seeking: - short term consulting projects with defined deliverables - part-time management or management consulting engagements of up to 3 months - ad hoc advice and consulting from time to time - longer term engagements in combination with partners who are subject matter experts in marketing, sales, finance, and project management I am not new to Upwork since I have used it myself to hire for many years. I am new to seeking opportunities myself, which I'm doing to both develop contacts and keep certain skills sharp that I may not use on a daily basis. I look forward to bringing my multi-decade experience in a variety of industries and my cross-functional perspective to bear on your projects however large, small or challenging. Thank you for reading my profile in its entirety.
    Featured Skill Financial Modeling
    IT Management
    Microsoft Dynamics 365
    Business Coaching
    IT Infrastructure
    UI/UX Prototyping
    Financial Management
    WordPress e-Commerce
    Software Architecture & Design
    Marketing Strategy
    Project Management
    Business Development
    Business Plan
    Financial Analysis
    IT Consultation
  • $25 hourly
    I am an expert in Finance that has passed Levels 1 & 2 of CFA and am currently studying for level 3 to become a designated charter. In addition to the CFA accomplishments, I have an MBA and Undergraduate degree, both in Finance that I leverage to provide insights on all things investing. I would be excited to provide my knowledge and research on individual stocks, mutual funds, ETFs, or any other investment products. I have built a considerable knowledge in Financial Planning as well and have accumulated a large sum from my personal investment philosophy. I am a curious and detailed analyst that has built a career on my ability to take complex financial data and communicate it in a way that is actionable and consumable.
    Featured Skill Financial Modeling
    Stock Option Agreement
    Equity Research
    Investment Research
    Financial Analysis
    Investment Strategy
    Financial Report
  • $50 hourly
    Hello! My name is David and I’m here to assist with all of your cash management / treasury-software implementation needs. Cumulatively, I have 10 years working experience in the corporate treasury and payments space. I am currently a FinTech consultant, onboarding Fortune 100 customers to a growing client base. I am highly specialized in developing bottom-line value-add solutions fueled by process automation. Please feel free to reach out if you’re looking for any assistance - from small tasks, like writing a macro, to complex finance transformation projects.
    Featured Skill Financial Modeling
    Payment Gateway Integration
    System Automation
    API Testing
    Cash Flow Analysis
    Forecasting
    FinTech Consulting
    Microsoft Excel
    Treasury Management
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